Burt Wealth Advisors Closed Holding Positions

Burt Wealth Advisors

  • $399 Million
  • Q3 2025
Stock Closed Quarter Shares Sold Price Range Trade History
AAWW
Atlas Air Worldwide Holdings Inc

Industrials
Q1 2021 Filed on Apr 15, 2021
115
$50.78 - $62.23 $5.84K - $7.16K
CDAK
Codiak Bio Sciences, Inc.

Healthcare
Q1 2021 Filed on Apr 15, 2021
500
$13.49 - $31.53 $6.75K - $15.8K
BAX
Baxter International Inc

Healthcare
Q1 2021 Filed on Apr 15, 2021
314
$76.38 - $86.03 $24K - $27K
DLR
Digital Realty Trust, Inc.

Real Estate
Q1 2021 Filed on Apr 15, 2021
6
$125.66 - $149.17 $754 - $895
DASH
Door Dash, Inc.

Communication Services
Q1 2021 Filed on Apr 15, 2021
110
$125.53 - $215.16 $13.8K - $23.7K
GLDD
Great Lakes Dredge & Dock Corp

Industrials
Q1 2021 Filed on Apr 15, 2021
2,500
$12.96 - $15.76 $32.4K - $39.4K
TREX
Trex CO Inc

Industrials
Q1 2021 Filed on Apr 15, 2021
200
$82.34 - $106.28 $16.5K - $21.3K
HE
Hawaiian Electric Industries Inc

Utilities
Q1 2021 Filed on Apr 15, 2021
75
$33.06 - $44.69 $2.48K - $3.35K
AZN
Astrazeneca PLC

Healthcare
Q1 2021 Filed on Apr 15, 2021
1,554
$47.16 - $54.44 $73.3K - $84.6K
IMAX
Imax Corp

Communication Services
Q1 2021 Filed on Apr 15, 2021
350
$17.6 - $24.59 $6.16K - $8.61K
AMT
American Tower Corp

Real Estate
Q1 2021 Filed on Apr 15, 2021
201
$198.66 - $241.83 $39.9K - $48.6K
ENB
Enbridge Inc

Energy
Q1 2021 Filed on Apr 15, 2021
1,076
$31.97 - $37.2 $34.4K - $40K
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
Q1 2021 Filed on Apr 15, 2021
2,001
$33.53 - $36.45 $67.1K - $72.9K
INTU
Intuit Inc

Technology
Q1 2021 Filed on Apr 15, 2021
98
$361.0 - $422.26 $35.4K - $41.4K
GLO
Clough Global Opportunities Fund

Financial Services
Q1 2021 Filed on Apr 15, 2021
691
$11.09 - $12.95 $7.66K - $8.95K
GSK
Gsk PLC

Healthcare
Q1 2021 Filed on Apr 15, 2021
550
$34.27 - $40.01 $18.8K - $22K
GM
General Motors CO

Consumer Cyclical
Q1 2021 Filed on Apr 15, 2021
906
$40.51 - $60.05 $36.7K - $54.4K
GIS
General Mills Inc

Consumer Defensive
Q1 2021 Filed on Apr 15, 2021
800
$54.37 - $62.49 $43.5K - $50K
WM
Waste Management Inc

Industrials
Q1 2021 Filed on Apr 15, 2021
115
$109.92 - $130.34 $12.6K - $15K
DPZ
Dominos Pizza Inc

Consumer Cyclical
Q1 2021 Filed on Apr 15, 2021
3
$330.24 - $390.54 $991 - $1.17K
EQIX
Equinix Inc

Real Estate
Q1 2021 Filed on Apr 15, 2021
2
$594.92 - $768.57 $1.19K - $1.54K
Nuveen Tax Advantaged Divid
Q1 2021 Filed on Apr 15, 2021
1,200
N/A
FTV
Fortive Corp

Technology
Q1 2021 Filed on Apr 15, 2021
118
$65.82 - $72.58 $7.77K - $8.56K
F
Ford Motor CO

Consumer Cyclical
Q1 2021 Filed on Apr 15, 2021
216
$8.52 - $13.37 $1.84K - $2.89K
HII
Huntington Ingalls Industries, Inc.

Industrials
Q1 2021 Filed on Apr 15, 2021
1
$157.33 - $207.36 $157 - $207
IQV
Iqvia Holdings Inc.

Healthcare
Q1 2021 Filed on Apr 15, 2021
11
$173.0 - $194.59 $1.9K - $2.14K
TEF
Telefonica S A

Communication Services
Q1 2021 Filed on Apr 15, 2021
2,296
$4.06 - $4.96 $9.32K - $11.4K
LDOS
Leidos Holdings, Inc.

Technology
Q1 2021 Filed on Apr 15, 2021
18
$88.45 - $112.7 $1.59K - $2.03K
CAG
Conagra Brands Inc.

Consumer Defensive
Q1 2021 Filed on Apr 15, 2021
60
$32.91 - $38.69 $1.97K - $2.32K
CARR
Carrier Global Corp

Industrials
Q1 2021 Filed on Apr 15, 2021
1,625
$35.52 - $42.36 $57.7K - $68.8K
BOTZ
Global X Fds

ETFs
Q1 2021 Filed on Apr 15, 2021
418
$31.53 - $36.46 $13.2K - $15.2K
DNP
Dnp Select Income Fund Inc

Financial Services
Q1 2021 Filed on Apr 15, 2021
1,750
$9.8 - $10.62 $17.2K - $18.6K
Tiffany & CO New
Q1 2021 Filed on Apr 15, 2021
150
N/A
IMGN
Immuno Gen, Inc.

Healthcare
Q1 2021 Filed on Apr 15, 2021
500
$6.5 - $10.53 $3.25K - $5.27K
TM
Toyota Motor Corp

Consumer Cyclical
Q1 2021 Filed on Apr 15, 2021
256
$140.41 - $161.56 $35.9K - $41.4K
UA
Under Armour Inc Cl C

Consumer Cyclical
Q1 2021 Filed on Apr 15, 2021
2,037
$14.77 - $20.19 $30.1K - $41.1K
HST
Host Hotels & Resorts, Inc.

Real Estate
Q1 2021 Filed on Apr 15, 2021
76
$13.5 - $18.42 $1.03K - $1.4K
HON
Honeywell International Inc

Industrials
Q1 2021 Filed on Apr 15, 2021
459
$195.37 - $218.88 $89.7K - $100K
Wpx Energy Inc
Q1 2021 Filed on Apr 15, 2021
513
N/A
ATVI
Activision Blizzard, Inc.

Communication Services
Q1 2021 Filed on Apr 15, 2021
50
$88.0 - $103.81 $4.4K - $5.19K
ADBE
Adobe Inc.

Technology
Q1 2021 Filed on Apr 15, 2021
5
$421.2 - $501.64 $2.11K - $2.51K
AEE
Ameren Corp

Utilities
Q1 2021 Filed on Apr 15, 2021
67
$70.27 - $82.67 $4.71K - $5.54K
VEU
Vanguard Ftse All World Ex Us

ETFs
Q1 2021 Filed on Apr 15, 2021
60
$58.58 - $62.75 $3.51K - $3.77K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
Q1 2021 Filed on Apr 15, 2021
24
$72.34 - $76.86 $1.74K - $1.84K
EVRG
Evergy, Inc.

Utilities
Q1 2021 Filed on Apr 15, 2021
311
$52.41 - $60.16 $16.3K - $18.7K
MCO
Moodys Corp

Financial Services
Q1 2021 Filed on Apr 15, 2021
5
$263.04 - $306.97 $1.32K - $1.53K
NFLX
Netflix Inc

Communication Services
Q1 2021 Filed on Apr 15, 2021
4
$493.33 - $586.34 $1.97K - $2.35K
FIS
Fidelity National Information Services, Inc.

Technology
Q1 2021 Filed on Apr 15, 2021
83
$122.53 - $146.42 $10.2K - $12.2K
EPD
Enterprise Products Partners L.P.

Energy
Q1 2021 Filed on Apr 15, 2021
3,260
$19.29 - $23.7 $62.9K - $77.3K
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